Agent FM for sales
The selling is maybe two hours of the day; the rest goes to list building, account research, CRM housekeeping, and the follow-ups you have owed since Tuesday.
Animated demonstration of Agent FM completing work across email, browser tools, documents, spreadsheets, and business apps while keeping outward actions available for review.
The plays
Hand it tomorrow's accounts and it reads each company's site, recent news, and LinkedIn, then drafts one personal opener per account, ready for your pass before the call block starts.
Research my call list and draft a personal opener for eachView →Prospect list from scratchGive it the criteria and it works LinkedIn and the directories into a clean sheet: name, title, company, and a source link on every row.
Build a prospect list from LinkedIn into a sheetView →CRM hygiene passIt visits every account's website and LinkedIn page to fill the missing columns, so the sheet you sort on Monday morning is actually true.
Enrich the accounts sheet by visiting every websiteView →The demo follow-throughAfter each call it reads the notes, moves the deal forward, and drafts the recap with what was promised attached, staged for your OK.
Update the deals and send the recaps after demo callsView →The collection
The hours go back to the part that actually sells: the conversation. Get early access and put the call list first in line when access opens.